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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: FORTEM FINANCIAL Service code 26 · EIN 82-3473446 44801 VILLAGE COURT · PALM DESERT, CA 92260 | Advisory (Participants) | $9,855 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,232 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,804 | $63,114-33.8% | $92,893-55.0% | $65,185-35.9% |
| Participation rate | 31.0% | 68.8%-37.8pp | 76.0%-45.0pp | 70.2%-39.2pp |
| Annual return | 22.31% | 28.75%-6.4pp | 109.41%-87.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $707 | $2,571-72.5% | $3,653-80.6% | $2,177-67.5% |
| Participant deferral / active EE | $1,195 | $3,108-61.5% | $4,236-71.8% | $3,514-66.0% |
| Admin fee / account holder | $433 | $624-30.5% | $5,794-92.5% | $847-48.9% |